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Disclosery

Lynx Investment Advisory: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lynx Investment Advisory on XLE, newest first. How the timeline and the estimate are built.

Lynx Investment Advisory held 29,691 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,691 shares
    Change vs previous 13F +71 shares

    0.52% of the 13F portfolio, value $1,576,847.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,620 shares
    Change vs previous 13F +62 shares

    0.87% of the 13F portfolio, value $1,814,525.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,558 shares
    Change vs previous 13F +14,514 shares

    0.72% of the 13F portfolio, value $1,321,568.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,044 shares
    Change vs previous 13F +2,411 shares

    0.8% of the 13F portfolio, value $1,344,036.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,633 shares
    Change vs previous 13F +2,098 shares

    0.7% of the 13F portfolio, value $1,071,411.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,535 shares
    Change vs previous 13F -104 shares

    0.66% of the 13F portfolio, value $984,493.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,639 shares
    Change vs previous 13F -2,863 shares

    0.62% of the 13F portfolio, value $911,346.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,502 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,185,500.

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).